AI ekonomikas “burbulis”: Br\u012bdin\u0101jumi un realit\u0101te<\/p>\n
Pieaug br\u012bdin\u0101jumi par p\u0101rsp\u012bl\u0113t\u0101m cer\u012bb\u0101m uz pagaid\u0101m hipot\u0113tisko “m\u0101ksl\u012bg\u0101 intelekta ekonomiku”. Da\u017ei anal\u012bti\u0137i uzskata, ka “burbulis” var\u0113tu plais\u0101t agr\u0101k, nek\u0101 prognoz\u0113ts, jo pa\u0161reiz\u0113jais invest\u012bciju pieaugums, kas m\u0113r\u0101ms desmitos un simtiem miljardu dol\u0101ru, nevar turpin\u0101ties bezgal\u012bgi ierobe\u017eot\u0101 pasaul\u0113.<\/p>\n
Saska\u0146\u0101 ar anal\u012btisko piez\u012bmi, ko nesen sa\u0146\u0113mu\u0161i Deutsche Bank klienti, pa\u0161reiz\u0113jais AI bums pal\u012bdz ASV ekonomikai izvair\u012bties no recesijas, ta\u010du tas nevar ilgt m\u016b\u017e\u012bgi. D\u017eord\u017es Saraveross, Deutsche Bank glob\u0101l\u0101s val\u016btu p\u0113tniec\u012bbas noda\u013cas vad\u012bt\u0101js, nor\u0101d\u012bjis, ka ASV \u0161ogad b\u016btu tuvu recesijai, ja vien neb\u016btu milz\u012bgo izmaksu, ko liel\u0101s tehnolo\u0123iju komp\u0101nijas iegulda jaunu datu centru celtniec\u012bb\u0101 AI vajadz\u012bb\u0101m.<\/p>\n
“AI ma\u0161\u012bnas burtiski gl\u0101bj ASV ekonomiku \u0161obr\u012bd,” sac\u012bjis Saraveross, ta\u010du uzsv\u0113ris, ka \u0161\u0101ds izaugsmes temps iesp\u0113jams tikai ar past\u0101v\u012bgu un v\u0113rien\u012bgu izdevumu palielin\u0101\u0161anu. Nvidia, galvenais jaud\u012bgu AI pa\u0101trin\u0101t\u0101ju pieg\u0101d\u0101t\u0101js datu centriem, iev\u0113rojami atbalsta to izaugsmi, ko ASV ekonomika demonstr\u0113jusi p\u0113d\u0113jos m\u0113ne\u0161os.<\/p>\n
P\u0101rsp\u012bl\u0113tas invest\u012bcijas un nenoteikt\u0101 n\u0101kotne<\/p>\n
“Slikt\u0101 zi\u0146a ir t\u0101da, ka, lai tehnolo\u0123iskais cikls turpin\u0101tu veicin\u0101t IKP izaugsmi, kapit\u0101lieguld\u012bjumiem j\u0101paliek parabolisk\u0101 l\u012bmen\u012b. Tas ir \u0101rk\u0101rt\u012bgi maz ticams,” piebildis Saraveross. Deutsche Bank uzsver, ka iev\u0113rojama da\u013ca \u0161\u012bs izaugsmes n\u0101k no jaunu objektu b\u016bvniec\u012bbas, ko veic cilv\u0113ki, turkl\u0101t pati AI nozare v\u0113l nav sniegusi b\u016btisku ieguld\u012bjumu IKP.<\/p>\n
J\u0101atz\u012bm\u0113, ka komp\u0101nijas v\u0113l nej\u016bt b\u016btisku finansi\u0101lu efektu no AI ievie\u0161anas. Apm\u0113ram puse no S&P 500 indeksa fiks\u0113tajiem tirgus ien\u0101kumiem nodro\u0161in\u0101ju\u0161as tehnolo\u0123iju komp\u0101niju akcijas, br\u012bdina bank\u0101. Atsevi\u0161\u0137s Torstena S\u013ceka (Apollo Management) zi\u0146ojums piekr\u012bt \u0161im viedoklim, nor\u0101dot, ka akciju investori pa\u0161laik ir “p\u0101rm\u0113r\u012bgi pak\u013cauti riskiem, kas saist\u012bti ar AI”.<\/p>\n
AI ien\u0101kumu defic\u012bts un spekulat\u012bvie riski<\/p>\n
P\u0113c Bain & Co. anal\u012bti\u0137u apl\u0113s\u0113m, pat ar pa\u0161reiz\u0113jiem v\u0113rien\u012bgajiem izdevumiem, AI maz ticams, ka sp\u0113s rad\u012bt pietiekamus ien\u0101kumus, lai finans\u0113tu turpm\u0101ku izaugsmi. L\u012bdz 2030. gadam paredzamais piepras\u012bjums p\u0113c AI pakalpojumiem pras\u012bs 2 triljonus dol\u0101ru ikgad\u0113jos ien\u0101kumos, kam\u0113r glob\u0101li tr\u016bks aptuveni 800 miljardu dol\u0101ru, lai segtu \u0161o piepras\u012bjumu.<\/p>\n
Nvidia nesen ieguld\u012bja 100 miljardus dol\u0101ru OpenAI, lai izveidotu papildu 10 GW apr\u0113\u0137ina jaudas AI vajadz\u012bb\u0101m, savuk\u0101rt pati OpenAI pazi\u0146ojusi par pl\u0101niem uzcelt pilnv\u0113rt\u012bgu jaunu datu centru t\u012bklu AI vajadz\u012bb\u0101m. Tikm\u0113r OpenAI izpilddirektors Sems Altmans atzinis, ka AI investori uzvedas iracion\u0101li un da\u017ei no vi\u0146iem neizb\u0113gami zaud\u0113s iev\u0113rojamas naudas summas.<\/p>\n
N\u0101kotnes prognozes un re\u0101lais scen\u0101rijs<\/p>\n
Vai AI kapit\u0101ls var\u0113s turpin\u0101t augt tik \u0101rpr\u0101t\u012bgi augstiem tempos ar nere\u0101listisk\u0101m ien\u0101kumu cer\u012bb\u0101m? Baidu izpilddirektors Robins Li nesen prognoz\u0113ja, ka 99% t\u0101 d\u0113v\u0113to AI komp\u0101niju nep\u0101rdz\u012bvos “burbu\u013ca” pl\u012b\u0161anu. Tikm\u0113r pat nopietni biznesi tagad t\u0113r\u0113 naudu un potenci\u0101las produktivit\u0101tes pieauguma iesp\u0113jas, cen\u0161oties jebkuru procesu p\u0101rv\u0113rst darb\u012bb\u0101, ko vada AI.<\/p>\n","protected":false},"excerpt":{"rendered":"AI ekonomikas “burbulis”: Br\u012bdin\u0101jumi un realit\u0101te Pieaug br\u012bdin\u0101jumi par p\u0101rsp\u012bl\u0113t\u0101m cer\u012bb\u0101m uz pagaid\u0101m hipot\u0113tisko “m\u0101ksl\u012bg\u0101 intelekta ekonomiku”. Da\u017ei…\n","protected":false},"author":2,"featured_media":7536,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[2714,77,2716,76,2715,790,35,39,38,36,37,34,40,87],"class_list":{"0":"post-7535","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-ai-ekonomika","9":"tag-bizness","10":"tag-burbulis","11":"tag-business","12":"tag-deutsche-bank","13":"tag-investicijas","14":"tag-latvia","15":"tag-latvian","16":"tag-latviesu","17":"tag-latviesu-valoda","18":"tag-latviesuvaloda","19":"tag-latvija","20":"tag-lv","21":"tag-maksligais-intelekts"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/7535","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/comments?post=7535"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/7535\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/7536"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=7535"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=7535"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=7535"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}